Financial Strategies, LLC
Financial Strategies, LLC does not sell products. We are an independent, fee-only financial planning service. The only compensation is from the fees paid by clients, not from any sales commissions. There are no sales quotas, no pressure to persuade a client to buy a certain product. The advice we offer is entirely based on the big questions: Where are you now? Where do you want to be? How do you get from here to there? What are your concerns for the next generation?
As an independent financial planning firm, Financial Strategies, LLC is committed to safeguarding the confidential information of all current, former, and potential clients. All personal information provided to our firm is held in the strictest confidence. These records include personal information we collect from you in connection with any services or potential services provided by Financial Strategies, LLC. We have never disclosed information to nonaffiliated third parties, except as required by law or by your consent. We use your information in helping you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Our policy with respect to personal information about you is listed below: Information Kept Private; Sharing Limited to Need to Know Access to your information is limited. For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. For example, state regulators may review firm records as permitted under law. Federal regulations permit us to share a limited amount of information about you so that our firm can discuss your financial situation with your accountant or lawyer. Secure Environment We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk. Categories of Information Collected The categories of nonpublic personal information that we collect from a client depend upon the scope of the client engagement. These categories may include information about your: personal finances and insurance; personal goals, dreams, and health to the extent needed for the planning process; transactions between you and third parties; and from consumer reporting agencies. Maintenance of Information Personally identifiable information about you will be maintained during the time you are a client, and for the required time that such records are required to be maintained by federal and state securities laws, and consistent with the CFP Board Code of Ethics and Professional Responsibility.
Address: 56 Linden Street, Wellesley, MA 02482, USA
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